Captera

Capture QA and compliance reports for site surveys

Captera enforces capture compliance with a Yes/No checklist built from the deliverables your client ordered. Any item answered No needs a written note before the job can be submitted, every submission goes through QA review, and the client is emailed a compliance report, including the completed checklist, the moment the operator submits.

A checklist built from the client's deliverables

Compliance starts at the order. When a client orders a survey they choose the deliverables they need: output formats, accuracy, BIM level of detail, roof, MEP and above-ceiling areas, site access, and how the data will be transferred. Approving the order builds a work order for the operator, and the on-site checklist automatically adds the capture items those deliverables require.

The result is a checklist that matches the job. An operator capturing a site for a BIM model at a tight accuracy sees different items from one capturing a quick virtual tour, and nothing required depends on someone remembering it on a hot roof.

Every “No” needs an explanation

Each checklist item is a simple Yes or No. Operators can answer No when something genuinely cannot be captured, but Captera will not accept the submission until every No has a written note. That one rule changes the quality of what comes back from the field: instead of silent gaps, QA and the client get a reason for each one, and a revisit can be planned before anyone asks.

QA review on every submission

Every job flows into QA review. Reviewers check the submission item by item, send work back with itemized notes when something is missing, or flag the site for a revisit. Because operators clock in on arrival and the app verifies they were on site, reviewers can also see the time actually spent at each location.

The compliance report your client receives

The moment the operator submits, Captera emails the client a compliance report that includes the completed checklist. The client gets proof that the site was captured to spec, with an explanation for every exception, without anyone in the office building a document by hand. Client-ready reports and mileage tracking roll up across the program for account reviews.

Compliance depends on the steps before it. See how auto-dispatch gets the right operator to the site, how the offline field capture app guides the visit, and how white-label programs give each client its own checklist. You can also review pricing or read about Captera.

Frequently asked questions

What is a capture compliance report in Captera?
A Captera compliance report is the client-ready record of a site visit. It includes the completed Yes/No capture checklist, the notes behind every No, and the job's capture details. Captera emails it to the client automatically when the operator submits, so the client sees what was captured to spec without asking.
Why does Captera require a note on every "No"?
A bare No tells the client nothing, so Captera blocks submission until the operator writes a note on every item answered No. The note explains why, such as a locked roof hatch or a closed ceiling, which lets QA decide on a revisit and lets the client understand any gap immediately.
How does Captera know which items to put on the checklist?
Captera builds the checklist from the deliverables selected on the client's order: output formats, accuracy, BIM level of detail, roof, MEP and above-ceiling areas, site access, and data transfer. Each selection adds the capture items it requires, so the operator's checklist matches what the client is paying for.
When does the client receive the Captera compliance report?
Immediately. The moment an operator submits a job, Captera generates the compliance report and emails it to the client automatically, with the completed checklist included. Nobody in the office has to assemble or forward it, and QA review continues in parallel so any follow-up is tracked against the same job.
Can a Captera submission be sent back after QA review?
Yes. QA reviewers in Captera check each submission item by item and can send work back to the operator with notes or flag the site for a revisit. Every review action is recorded with the reviewer's name, so there is a clear history of what was checked, what was rejected, and why.

See Captera on your own sites

Tell us about your capture program and we will walk you through dispatch, field capture, QA and reporting.

More about Captera